Key stats
About VictoryShares US Small Mid Cap Value Momentum ETF
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Inception date
Oct 24, 2017
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
USVM tracks a multi-factor index of US small- and mid-cap companies, selected by equal parts value and momentum, with final weights determined by volatility. The starting universe comprises the components of the parent index, the Nasdaq Victory US Small Mid Cap Value Momentum Index. Eligible US small- and mid-cap stocks are assigned value and momentum scores standardized by sector. Value scores are derived from price-to-earnings, price-to-book value, and enterprise value-to-operating cash flow ratios, while momentum scores are derived from price trends over the last six and twelve months. The index selects the top 25% of securities, and weights them by volatilityless volatile securities receive more weighting. The index rebalances and reconstitutes quarterly. Prior to November 1, 2022, the fund name was VictoryShares USAA MSCI USA Small Cap Value Momentum ETF, and tracked the MSCI USA Small Cap Select Value Momentum Blend Index.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.